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To: steve harmon - analyst who wrote (3176)	11/22/1999 4:24:00 AM
From: Puck	Respond to of 4337

Steve, any thoughts about Mediaplex (MPLX) or Sagent (SGNT)? I find MPLX's MOJO technology interesting. Sagent's unified front and back end software solution appears unique and I'm guessing it's stock may be overlooked by other more heralded WEB-data-analysis-delivery companies.

To: steve harmon - analyst who wrote (3176)	11/22/1999 10:17:00 AM
From: Highway Jim	Respond to of 4337

Does anybody know when OPTV and TMNG start trading?

To: steve harmon - analyst who wrote (3176)	11/22/1999 4:31:00 PM
From: amadeus	Respond to of 4337

UK isps XSNI & FREE share in phone co revenues from dialup charges. FREE however, now derives more of its income from advertising and ecommerce than from phone dialup charges as noted in this PR 9/28/99> Freeserve said revenue from e-commerce and advertising exceeded that from telephone dial-ups for the first time.< yahoo.cnet.com I did some homework on XSNI found this PR from March: >> In the seven days from Monday 8th the X-Stream Network showed an amazing 5,489,535 impressions to its UK userbase and next week expects to display even more. << is seems that would put X-Stream around 22 million ad impressions for the month, back in March, when their subscriber base was only 265,000.. just over half of the current total. it would not seem to be too wild a speculation to guess that X-stream may be closer to 40 million monthly ad impressions by now... with almost 500K subscribers now. Any idea what the average charge per ad impression is in the UK? It appears your comment about combining free isp service with leading retail partners is a model XSNI has been applying: >>Tuesday October 26, 1:35 pm Eastern Time Company Press Release The X-Stream Network Launches FREE Internet Services in Denmark with Distribution Partner Statoil Strategic Alliance With Denmark's Leading Petrol Retailer Marks the Launch of X-stream's Fourth Country...<< >>Tuesday September 21, 12:47 pm Eastern Time Company Press Release The X-Stream Network Launches its innovative FREE Internet Service in Sweden in conjunction with ONOFF Strategic alliance with Sweden's leading consumer electronics retailer opens highly targeted distribution channel for X-Stream Sweden<< >>Friday September 17, 12:00 pm Eastern Time Company Press Release The X-Stream Network Announces FREE Norwegian Internet Service In Conjunction With Domino, At Local Call Rates Strategic alliance with Norway's premier customer loyalty scheme could position X-Stream as one of Norway's leading ISP's LONDON--(BUSINESS WIRE)--Sept. 17, 1999-- On September 8, 1999, The X-Stream Network (NASD OTCBB: XSNI), the UK's third largest and first FREE ISP, launched its first Internet service outside the UK in Norway. Under a strategic agreement with Domino, Norway's premier customer loyalty scheme, X-Stream is positioned to be one of Norway's dominant Internet Service Providers. X-Stream's FREE Internet access software is available on its Norwegian website at x-stream.no and is being distributed at all Statoil petrol stations. Statoil is Scandinavia's largest network of petrol stations with more retail outlets than any other petrol company and handling over 11,850,000 customer transactions each month. <<

To: steve harmon - analyst who wrote (3176)	11/22/1999 4:50:00 PM
From: TST	Respond to of 4337

Steve: I was wondering when in December your top 10 picks for 2000 will be published on the site, if you might rank them & for those considering investing in the 10 picks has it traditionally been better to go with them in December or at the turn of the year?

To: steve harmon - analyst who wrote (3176)	11/22/1999 11:03:00 PM
From: Neil H	Read Replies (1) \| Respond to of 4337

Steve Thanks for your time. Investigating VUSA. Any guidance or comments would be appreciated. Thanks Neil

To: steve harmon - analyst who wrote (3176)	11/23/1999 7:25:00 AM
From: Paul Dubsky	Respond to of 4337

AWEB Hey, your AWEB is finally awakening! Is this the begining of a great reversal or just a dead cat bounce? Too much potential in the auto biz for AWEB to miss. I think investors are starting to see the potential (as they did at the IPO when it was around $50/share).

To: steve harmon - analyst who wrote (3176)	11/23/1999 4:01:00 PM
From: levy	Respond to of 4337

Ok steve some time ago I wrote on this thread that I'd be the first to sign up if you ever started an investment firm...so how come you didn't call me to join that group of investors for a private placement?.......now I better be first on the IPO.....best of luck and don't forget to put some gnet in that fund siliconinvestor.com

To: steve harmon - analyst who wrote (3176)	11/23/1999 6:23:00 PM
From: mavenwatch	Read Replies (2) \| Respond to of 4337

Walmart and free net access: Steve, I see you mentioned Walmart vis a vis free net access. This has always seemed an obvious solution to me: walmart gives away a webtv style box with free net access to their proprietary portal which is designed to implement easy online ordering. Although net purists may raise a hue and cry over its default home page and I would expect limited surfing options (kidsafe etc), it makes too much sense. The obvious customer are the many people for whom PC's will never be easy enough to operate. Have you heard of any retailers including Walmart as well as others who may take the leap?

To: steve harmon - analyst who wrote (3176)	11/23/1999 10:16:00 PM
From: mogo	Respond to of 4337

Steve, how do you feel about AOL and SUNW for the short term? Say, 1 to 6 months?

To: steve harmon - analyst who wrote (3176)	11/23/1999 11:16:00 PM
From: dr.putty	Respond to of 4337

Steve, do you have an opinion on Netsolve (NTSL)? It looks very undervalued on paper, but it hasn't attracted any attention at all. Any thoughts? Thanks

To: steve harmon - analyst who wrote (3176)	11/24/1999 10:03:00 AM
From: mogo	Read Replies (1) \| Respond to of 4337

Steve, how do you feel about the upcoming"BUYITNOW.COM" IPO?????? (standard-disclaimer)

To: steve harmon - analyst who wrote (3176)	11/24/1999 1:26:00 PM
From: Miles	Read Replies (1) \| Respond to of 4337

Steve, how do you feel about bweb miles

To: steve harmon - analyst who wrote (3176)	11/26/1999 12:49:00 PM
From: Gary105	Respond to of 4337

hi steve, thoughts on pending ipo of harris interactive (HPOL) - the harris poll people. from what i can gather they are ipoing at about 10x sales - over 4M people are in survey group. your thoughts on company and valuation? thanks, gary

To: steve harmon - analyst who wrote (3176)	11/27/1999 2:29:00 PM
From: Glenn Petersen	Respond to of 4337

I would be interested in your thoughts on OPAY. While OPAY will eventually be facing some stiff competition, they do seem to have a significant first to market advantage. Would they meet your definition of a "category definer?" Having Tom Evans as CEO can't hurt. Excerpts from the S-1: "Our pilot program for personal federal income taxes processed approximately 45,000 tax filings totaling more than $174 million in credit card payments to the IRS from January 15, 1999 to April 15, 1999. According to IRS data, we captured a 95% market share, based on dollar volume, for credit card payments of personal federal income taxes due April 15, 1999. We also processed over 293,000 payments totaling $82.7 million during the first nine months of 1999 for our state and municipal government clients." and my personal favorite: "The IRS has informed us that it plans to include our 1-888-2PAY-TAX SM number on instruction booklets for Form 1040 for the 1999 tax year and on the IRS Web site. We believe that by featuring us on their billing statements and instruction booklets, government entities increase consumer awareness of, and confidence in, our services."

To: steve harmon - analyst who wrote (3176)	12/3/1999 1:58:00 AM
From: amadeus	Respond to of 4337

steve, any thoughts on NERAY? their new global/portable ISDN data and satellite system.. the Nera WorldCommunicator, looks pretty interesting. been doing some digging on european wireless & internet related cos. and came across this one... Seems like maybe a compelling turnaround story in the making. from their website: nera.no Nera WorldCommunicator - Generating new ways of communicating The first truly portable ISDN data and satellite system As announced by Inmarsat at CeBit 18th of March, Nera SatCom AS will manufacture terminals for the new Inmarsat Global Area Network (M4) service. The Nera terminals will be commercially available from July. The Nera WorldCommunicator will be the size of a laptop computer weighing less than four kilos, and it will provide ISDN functionality (64 kbps). This is primarily a product/service for data applications, but there is also a mini-M channel available for low-cost voice. The Nera WorldCommunicator will also have a built in DECT base station, an add-on feature giving the end user new flexibility. The Nera WorldCommunicator will focus on ISDN, although other interfaces are available. Most applications for ISDN are easily transferable to anywhere in the world with this equipment. Whether a journalist wants to send live or still pictures from the field, a field engineer wants to create an extension to headquarter's Local Area Network or a geophysicist wants to send a report from the jungle - it should be as easy as plugging into the wall socket at home. Morten Heiss-Schøyen, Nera, says: "With smaller, more flexible and cost-efficient equipment and service, a much wider market can be targeted than for traditional Inmarsat services. Demands for data bandwidth, mobility and security are other driving factors, which indicate future success for these products and services. Nera Satcom will be the first on the market with a commercially available terminal, and we have a golden opportunity to establish ourselves as market leaders from day one."